JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Installed Building Products
IBP
$7.07B
| $6.74M | ﹤0.01% |
39,321
-114,451
| -74% | -$19.6M |
|
2377
Crane NXT
CXT
$3.41B
| $6.73M | ﹤0.01% |
130,837
+1,077
| +0.8% | +$55.4K |
|
2378
Reynolds Consumer Products
REYN
$4.76B
| $6.72M | ﹤0.01% |
281,619
+175,792
| +166% | +$4.19M |
|
2379
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$704M
| $6.72M | ﹤0.01% |
152,062
-6,666
| -4% | -$294K |
|
2380
Gogo Inc
GOGO
$1.28B
| $6.71M | ﹤0.01% |
778,519
+1,190
| +0.2% | +$10.3K |
|
2381
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.01B
| $6.69M | ﹤0.01% |
341,598
+335,446
| +5,453% | +$6.57M |
|
2382
StoneCo
STNE
$4.99B
| $6.69M | ﹤0.01% |
638,283
-1,058,446
| -62% | -$11.1M |
|
2383
Lazard
LAZ
$5.11B
| $6.69M | ﹤0.01% |
154,442
-4,162
| -3% | -$180K |
|
|
SII
2384
Sprott
SII
$1.82B
| $6.68M | ﹤0.01% |
148,783
+34,564
| +30% | +$1.55M |
|
2385
Unity
U
$19.7B
| $6.66M | ﹤0.01% |
339,874
-2,876,852
| -89% | -$56.4M |
|
2386
JPMorgan Diversified Return US Equity ETF
JPUS
$389M
| $6.65M | ﹤0.01% |
57,683
+2,160
| +4% | +$249K |
|
|
TPC
2387
Tutor Perini Corporation
TPC
$3.39B
| $6.64M | ﹤0.01% |
286,556
-269,522
| -48% | -$6.25M |
|
2388
BlueLinx
BXC
$620M
| $6.64M | ﹤0.01% |
88,581
-1,492
| -2% | -$112K |
|
2389
Marriott Vacations Worldwide
VAC
$2.66B
| $6.63M | ﹤0.01% |
103,251
+3,809
| +4% | +$245K |
|
2390
Unisys
UIS
$284M
| $6.62M | ﹤0.01% |
1,442,066
-317,618
| -18% | -$1.46M |
|
2391
TIM SA
TIMB
$10.3B
| $6.62M | ﹤0.01% |
422,843
-406,998
| -49% | -$6.37M |
|
2392
Atlanta Braves Holdings Series B
BATRK
$2.61B
| $6.59M | ﹤0.01% |
164,685
-85,357
| -34% | -$3.42M |
|
2393
Upbound Group
UPBD
$1.57B
| $6.58M | ﹤0.01% |
274,821
+39,251
| +17% | +$940K |
|
2394
Vita Coco
COCO
$2.26B
| $6.58M | ﹤0.01% |
214,646
-65,468
| -23% | -$2.01M |
|
2395
Virtu Financial
VIRT
$3.06B
| $6.56M | ﹤0.01% |
172,130
-37,142
| -18% | -$1.42M |
|
2396
Coty
COTY
$3.63B
| $6.56M | ﹤0.01% |
1,198,576
+375,024
| +46% | +$2.05M |
|
2397
Cracker Barrel
CBRL
$1.17B
| $6.55M | ﹤0.01% |
168,744
+120,577
| +250% | +$4.68M |
|
2398
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$248M
| $6.54M | ﹤0.01% |
141,675
-8,993
| -6% | -$415K |
|
|
NEE.PRT
2399
NextEra Energy, Inc. 7.234% Corporate Units
NEE.PRT
$1.37B
| $6.54M | ﹤0.01% |
143,605
-1,128
| -0.8% | -$51.4K |
|
2400
Sprinklr
CXM
$1.9B
| $6.54M | ﹤0.01% |
783,112
+374,033
| +91% | +$3.12M |
|